Michelle Connolly
CPA, CA, TEP, FEA, CFP®
Menu
Menu
Our Advanced Wealth Planning Group is independent, unconstrained, and entrepreneurial. The holistic wealth planning process at Wellington-Altus starts with clients’ needs or wants, not recommended investments. The process also ties in financial planning, tax recommendations, wealth transfer guidance and risk identification.
Most importantly, we don’t start off by telling you what to do. We engage and we ask questions because questions lead to insights. We want to get to know our clients. What keeps you awake at night? What are you looking forward to in five, 10 or 20 years?
Our recommendations begin with what matters most to our clients. We draft a plan identifying your wants or needs and provide independent, unconstrained guidance on how best to achieve them. Our clients want cohesive, collaborative planning from all their respective professionals.
We understand our clients have limited time, so we are proactive and reach out to work with our clients’ external tax and legal professionals.
We do insurance differently. We don’t look for ways to sell product – we find opportunities to improve client outcomes. We don’t have targets and revenue expectations. We genuinely believe that clients deserve to be treated with respect. We work as a team to find the best opportunities for clients to save money, reduce taxes and enhance their overall lifestyle – now and in the future.
We provide peace of mind. For clients, it’s knowing that they are protected. For advisors, it’s knowing that the proper solution was recommended. It is of the utmost importance to us that clients not only understand what they have, but why they have it.
We operate independently with no ties to specific products or sales targets. We strive to understand what is important to our clients and find ways to protect and enhance not only their current lifestyle, but that of future generations.
Download this article as a PDF. “These three pillars – investing in people, investing in green transition, and investing in innovation and productivity – will
It’s easy to put off retirement planning, but sometimes retirement just happens unexpectedly. It always has a way of arriving sooner than expected. When should
Download this article as a PDF. Economic and Tax Highlights from the 2021 Federal Budget “The truth is that the tragedy of COVID-19 has
© 2022 Wellington-Altus Financial Inc., All rights reserved.
